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Fiduciary

Financial agility is planning your financial future

Description

We provide a variety of options to invest in trusts, custom-made through a previously defined investment strategy that guarantees total privacy and safety with testamentary planning purposes.

What is a Trust?

A trust is a contract that an individual signs with a banking entity, granting such institution the responsibility to manage his/her assets. There are different categories, such as financial trust, real-estate trust and management trust.

.With our help, it is possible to invest in real-estate trusts.
 

In addition, we offer the following types of trusts:

Investment Trust

Legal and financial vehicle designed for people who wish to invest part of their wealth through a previously defined investment strategy that guarantees total confidentiality, as well as security with testamentary planning purposes.

Real Estate Trust

Vehicle designed for people who wish to separate real estate from their patrimony, appropriating trust property for their own benefit and in case of death, in favor of their trustees with testamentary planning purposes.

Rental Management Trust

Vehicle designed for people who wish to appropriate present and future rental flows for their own benefit and in case of death, in favor of their Trustees.

Share Holding Trust

Vehicle designed to guarantee the orderly control and management of one or several people of a company’s stake, allowing, by instructions of the Settlors themselves, or of a Technical Committee appointed by such settlors, the Fiduciary to exercise corporate and patrimonial rights thereof, resolving possible conflicts in case of conflicting interests, successions, interdiction, etc.

Patrimony Trust

Vehicle designed for people who wish to appropriate their patrimony, in part or in total to be managed by a Fiduciary according to their instructions, while guaranteeing that upon their death, such patrimony will be destined according to previously established instructions.

Securities - Guarantee Trust

Vehicle through which Monex Clients request financing from the Bank, guaranteeing the compliance of their obligations with the appropriation of securities.

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